ITI Arbitrage Fund Regular vs UTI Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low |
Asset Size (Cr) | ₹49 Cr | ₹8512 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Sep 2019 | 29 Jun 2006 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | % | 1110% |
Expense Ratio | 0.93 | 0.74 |
Manager | Vikrant Mehta | Deepesh Agarwal |
ISIN Code | INF00XX01416 | INF789FB1RJ0 |
Exits Load | ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.48% | 0.49% |
6 Month | 3.26% | 3.31% |
1 Year | 6.78% | 6.95% |
3 Year | 6.35% | 7.04% |
5 Year | 4.75% | 5.69% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.44% | 1.46% |
1 Year | 6.56% | 6.63% |
3 Year | 6.84% | 7.16% |
5 Year | 5.84% | 6.5% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 3.18% | 6.86% |
3 Year | 4.04% | 6.68% |
5 Year | 4.31% | 6.97% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.53% | 0.40% |
Sharp | -0.75% | 0.87% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vikrant Mehta | Deepesh Agarwal |
Total AUM | ₹698 Cr | ₹35015 Cr |
Funds Managed | 8 | 9 |
ITI Arbitrage Fund Regular - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 31.76 | 35.13 |
Large Cap | 35.04 | 46.83 |
Mid Cap | 22.72 | 15.05 |
Small Cap | 10.48 | 2.99 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.95 | 33.66 |
Consumer Defensive | 0 | 4.8 |
Industrials | 6.87 | 4.14 |
Financial Services | 35.84 | 25 |
Healthcare | 2.87 | 4.28 |
Basic Materials | 9.77 | 6.6 |
Energy | 1.21 | 4.74 |
Consumer Cyclical | 4.04 | 6.55 |
Communication Services | 1.26 | 2.8 |
Real Estate | 0.74 | 0.79 |
Technology | 7.44 | 4.83 |
Utilities | - | 1.8 |
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